+285.7%
CSPI price history and return analytics
+355.4%
-69.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -7.1% | -0.1% | -6.9% | -7.1% |
| 30D | -7.3% | -3.1% | -4.3% | -6.1% |
| 3M | -15.5% | -3.5% | -12.0% | -14.1% |
| 6M | -25.1% | +0.5% | -25.6% | -25.3% |
| YTD | -44.9% | +10.8% | -55.6% | -47.5% |
| 1Y | -41.0% | +11.9% | -52.9% | -44.0% |
| 3Y | -41.6% | +73.0% | -114.5% | -53.2% |
| 5Y | +63.2% | +58.6% | +4.6% | +34.3% |
| 10Y | +66.1% | +219.2% | -153.1% | +6.2% |
| All | +285.7% | +355.4% | -69.7% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling